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Monumental Financial Group’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Monumental Financial Group’s Portfolio VCIT Stock Details VCIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$5.56M Buy
+66,426
New +$5.46M 2.06% 14
2024
Q2 		– Sell
-2,554
Closed -$206K – 44
2024
Q1 		$206K Sell
2,554
-539
-17% -$43.3K 0.11% 40
2023
Q4 		$251K Sell
3,093
-80,374
-96% -$6.21M 0.15% 40
2023
Q3 		$6.34M Buy
83,467
+11,614
+16% +$904K 4.22% 9
2023
Q2 		$5.68M Buy
71,853
+68,485
+2,033% +$5.44M 3.82% 9
2023
Q1 		$270K Sell
3,368
-95
-3% -$7.53K 0.19% 49
2022
Q4 		$268K Sell
3,463
-7,347
-68% -$565K 0.22% 48
2022
Q3 		$818K Sell
10,810
-23,104
-68% -$1.85M 0.77% 17
2022
Q2 		$2.71M Buy
33,914
+752
+2% +$61.4K 2.49% 12
2022
Q1 		$2.85M Sell
33,162
-89,678
-73% -$7.96M 2.36% 12
2021
Q4 		$11.4M Buy
122,840
+6,148
+5% +$575K 8.16% 7
2021
Q3 		$11M Buy
116,692
+13,384
+13% +$1.28M 8.8% 6
2021
Q2 		$9.82M Sell
103,308
-11,909
-10% -$1.12M 8.4% 6
2021
Q1 		$10.7M Buy
+115,217
New +$10.9M 10.24% 3

Other funds holding VCIT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Monumental Financial Group's VCIT Position: Q3 2024 in Review

Monumental Financial Group opened a new position in Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q3 2024: 66,426 shares worth $5.56M. The stake represents 2.06% of the portfolio and ranks #14 among its holdings. This is a return to the name: Monumental Financial Group previously reported a position in VCIT as recently as Q1 2024.

Monumental Financial Group first reported a position in VCIT in Q1 2021 and has held it in 14 quarters since. The position peaked at $11.4M in Q4 2021. 1,084 funds tracked by Wall St. Rank hold VCIT as of Q3 2024.

  • Monumental Financial Group held 66,426 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $5.56M as of Q3 2024.
  • Vanguard Intermediate-Term Corporate Bond ETF was a new Monumental Financial Group position in Q3 2024.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 2.06% of Monumental Financial Group's portfolio in Q3 2024, its #14 holding.
  • Monumental Financial Group first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q1 2021 and has held it in 14 quarters since.
  • Monumental Financial Group's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $11.4M in Q4 2021.
  • 1,084 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2024.

Based on Monumental Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.